Overview

ProcessMaker sets its configuration settings at installation and does not provide a easy way to alter those settings from the graphical interface. Nonetheless, the IP address, port number, installation directory and MySQL databases can be altered after installation by editing the configuration files on the system. Use a bare text editor, such asNotepad or Notepad++ in Windows or vim or gedit in Linux/UNIX, to edit the configuration files and always make a backup of the files before editing them.

Changing the installation directory

If moving the ProcessMaker code to a new location on the server, configuration files will need to be changed for Apache and in the ProcessMaker code.

First, move the ProcessMaker code to a new location on the server. For instance, if moving the code from/opt/processmaker to /usr/bin/processmaker in Linux/UNIX:

mv /opt/processmaker /usr/bin/processmaker 

Then, open the file <INSTALL-DIRECTORY>/workflow/engine/test/bootstrap/gulliverConstants.php with a bare text editor. For example:

vim /usr/bin/processmaker/workflow/engine/test/bootstrap/gulliverConstants.php 

Change the paths to the new location. For example, change the following lines from:

define( 'PATH_DATA', '/opt/processmaker/shared/' );
define( 'PATH_C',    '/opt/processmaker/compiled/' );

To:

define( 'PATH_DATA', '/usr/bin/processmaker/shared/' );
define( 'PATH_C',    '/usr/bin/processmaker/compiled/' );

Next, open the file <INSTALL-DIRECTORY>/workflow/engine/config/paths_installed.php with a bare text editor. For example:

vim /usr/bin/processmaker/workflow/engine/config/paths_installed.php  

Under the ***System Directories & Paths*** section, change the paths to the new location. For example, change from:

define( 'PATH_HOME', '/opt/processmaker/trunk/workflow/' );
define( 'PATH_GULLIVER_HOME', '/opt/processmaker/trunk/gulliver'  . PATH_SEP );

To:

define( 'PATH_HOME', '/usr/bin/processmaker/trunk/workflow/' );
define( 'PATH_GULLIVER_HOME', '/usr/bin/processmaker/trunk/gulliver'  . PATH_SEP );

After changing the path, then delete the binary file <INSTALL-DIRECTORY>/shared/srvConf.singleton which contains data pointing to the old path. For example:

rm /usr/bin/processmaker/shared/srvConf.singleton

The srvConf.singleton file will be automatically recreated at the next login to ProcessMaker.

Then delete ProcessMaker’s compiled cache, which contains data also pointing to the old path. For example:

rm -rf /usr/bin/processmaker/compiled/*

The contents of the compiled directory will automatically be recreated the next time that DynaForms are displayed in ProcessMaker.

Editing the ProcessMaker configuration file for Apache

Finally, change the location of the ProcessMaker code in the Apache configuration file. Open the filepmos.conf, whose location depends upon your system:

Red Hat/CentOS/Fedora:

/etc/httpd/conf.d/pmos.conf

Debian/Ubuntu:

/etc/apache2/sites-available/pmos.conf

Windows:

If Apache was manually installed, the ProcessMaker configuration file can probably be found at:

C:/Program Files/Apache Software Foundation/Apache2.2/conf/pmos.conf

If Apache was installed with the ProcessMaker Windows Installer, then look for it at:

C:/Program Files/ProcessMaker/apache2/conf/pmos.conf

In the pmos.conf file, change the path to the ProcessMaker code. For example, change the lines from:

DocumentRoot /opt/processmaker/workflow/public_html
DirectoryIndex index.html index.php
<Directory  "/opt/processmaker/workflow/public_html">

To:

DocumentRoot /usr/bin/processmaker/workflow/public_html
DirectoryIndex index.html index.php
<Directory  "/usr/bin/processmaker/workflow/public_html">

Editing the Apache configuration file

If the location of the pmos.conf file has been changed on your system, then it is necessary to modify theInclude directive in the Apache configuration file to point to the new location. Edit thehttpd.conf file and change the following line:

Include "<PATH>/pmos.conf"

Windows:

Include "C:/Program Files/ProcessMaker/apps/processmaker/conf/pmos.conf"

Red Hat/Cent OS/Fedora:

Debian/Ubuntu:

Restarting Apache

After saving the changes to the configuration files, then restart the Apache web server for the new ProcessMaker configuration to take effect.

Red Hat/CentOS/Fedora:

service httpd restart   or   /etc/init.d/httpd restart

Debian:

/etc/init.d/apache2 restart

Ubuntu:

sudo /etc/init.d/apache2 restart

SUSE/openSUSE:

rcapache2 restart    or   /etc/init.d/apache2 restart

FreeBSD:

apachectl restart

Windows:

NET STOP ProcessMakerApache
NET START ProcessMakerApache

NET STOP Apache2.2
NET START Apache2.2

winmsd

httpd -k restart 

Once Apache has been restarted, then ProcessMaker can be used in the new location on the server.

Changing the IP Address or Port Number

To change the IP address or port number for an existing ProcessMaker installation, use a plain text editor to modify thepmos.conf, and db.php files on your system.

1. If Apache isn’t already configured to use a new IP address for the server or to listen on a new port number, then edit the Apache configuration file. Its location depends upon your system:

Red Hat/CentOS/Fedora:

/etc/httpd/conf/httpd.conf

Debian/Ubuntu:

/etc/apache2/apache.conf

FreeBSD:

/usr/local/etc/apache/httpd.conf

Windows:,

If Apache was installed by the ProcessMaker Windows Installer:

<DRIVE>:\<INSTALL-DIRECTORY>\apache2\conf\httpd.conf

For example:

C:\Program Files\ProcessMaker\apache2\conf\httpd.conf

If Apache was manually installed:

<DRIVE>:\<INSTALL-DIRECTORY>\Apache Software Foundation\Apache2.2\conf\httpd.conf

For example:

C:\Program Files\Apache Software Foundation\Apache2.2\conf\httpd.conf

Set the IP address for the ServerName directive. For example, if changing from the IP address192.168.0.100 to the address 10.1.2.3, then change the line from:

ServerName 192.168.0.100

To:

ServerName 10.1.2.3

If your DNS or hosts file has defined a domain name for ProcessMaker, it can be used instead of an IP number. For example:

ServerName processmaker.mycompany.com

If changing ProcessMaker to a different port number, then change Listen in the Apache configuration file. For instance, if changing from port 85 to port 8080, then change from:

Listen 192.168.0.100:85

To:

Listen 10.1.2.3:8080

The IP address doesn’t have to be specified if you want Apache to listen on the same port for all incoming IP addresses:

Listen 8080

2. Then, edit the pmos.conf file, which is the Apache configuration file for ProcessMaker. Replace the old IP address or port number with the new IP address or port number. The port number is defined after the IP address and is separated by ":" (a colon). If no port number is included in the address, ProcessMaker will use port 80 by default, which is the port generally used by the web.

For example, if changing from the address 192.168.0.100:85 (where85 is the port number) to the address 10.1.2.3:8080 (where the8080 is the port number), then change the lines from:

NameVirtualHost 192.168.0.100:85
#processmaker virtual host 
<VirtualHost 192.168.0.100:85 >
   ServerName "192.168.0.100:85" 

To:

NameVirtualHost 10.1.2.3:8080
#processmaker virtual host 
<VirtualHost 10.1.2.3:8080 >
   ServerName "10.1.2.3:8080"

3. Then, edit the db.php file, which indicates how to access ProcessMaker’s databases in MySQL. If ProcessMaker was manually installed, it can be found at:
   <INSTALL-DIRECTORY>/shared/sites/<WORKSPACE>/db.php
If ProcessMaker was installed using the ProcessMaker Windows Installer before version 1.6-4260, then look for it at:
   <INSTALL-DIRECTORY>\ProcessMaker\apps\processmaker\shared\<WORKSPACE>_data\sites\<WORKSPACE>\db.php
If in Windows, ProcessMaker version 1.6-4260 or later, then look for it at:
   <INSTALL-DIRECTORY>\ProcessMaker\processmaker\shared\<WORKSPACE>\db.php

Replace the old IP address with the new one, but do not change the port number, since it is the port for the MySQL database, which in most cases will be the default port3306. For example, if changing from IP address 192.168.0.100 to 10.1.2.3, then change the file from:

<?php
// Processmaker configuration
define ('DB_ADAPTER', 'mysql' );
define ('DB_HOST', '192.168.0.100:3306' );
define ('DB_NAME', 'wf_workflow' );
define ('DB_USER', 'wf_workflow' );
define ('DB_PASS', '1tyv2zm5wxks' );
define ('DB_RBAC_HOST', '192.168.0.100:3306' );
define ('DB_RBAC_NAME', 'rb_workflow' );
define ('DB_RBAC_USER', 'rb_workflow' );
define ('DB_RBAC_PASS', '1tyv2zm5wxks' );
define ('DB_REPORT_HOST', '192.168.0.100:3306' );
define ('DB_REPORT_NAME', 'rp_workflow' );
define ('DB_REPORT_USER', 'rp_workflow' );
define ('DB_REPORT_PASS', '1tyv2zm5wxks' );
?>

To:

<?php
// Processmaker configuration
define ('DB_ADAPTER', 'mysql' );
define ('DB_HOST', '10.1.2.3:3306' );
define ('DB_NAME', 'wf_workflow' );
define ('DB_USER', 'wf_workflow' );
define ('DB_PASS', '1tyv2zm5wxks' );
define ('DB_RBAC_HOST', '10.1.2.3:3306' );
define ('DB_RBAC_NAME', 'rb_workflow' );
define ('DB_RBAC_USER', 'rb_workflow' );
define ('DB_RBAC_PASS', '1tyv2zm5wxks' );
define ('DB_REPORT_HOST', '10.1.2.3:3306' );
define ('DB_REPORT_NAME', 'rp_workflow' );
define ('DB_REPORT_USER', 'rp_workflow' );
define ('DB_REPORT_PASS', '1tyv2zm5wxks' );
?>

The db.php file has to be edited for each ProcessMaker workspace, including the default "workflow" workspace.

4. Finally, restart the Apache web server for the new IP address or port number to take effect.

Editing the PHP configuration

The configuration of PHP controls a number of aspects of ProcessMaker’s behavior, such as the maximum amount of memory per session and the maximum size of uploaded files. To change the configuration of PHP, edit thephp.ini file, whose location depends on your system:

Red Hat/CentOS/Fedora:

/etc/php.ini

Debian/Ubuntu/SUSE/openSUSE:

/etc/php5/apache2/php.ini

In Debian/Ubuntu systems with multiple web servers:

/etc/php5/cgi/php.ini

FreeBSD:

/usr/local/etc/php.ini

Windows:

If PHP was installed by the ProcessMaker Windows Installer:

C:\Program Files\ProcessMaker\php\php.ini

If PHP was manually installed:

C:\Program Files\PHP\php.ini

After saving your changes, restart Apache for the new PHP configuration to go into effect.

Increasing the maximum size of uploaded files

Since uploaded files are stored as files in the harddrive, their size can be as large as allowed by the operating system and harddrive format. Nonetheless, PHP by default is configured to allow the upload of files no larger than 2MB. To increase the maximum size of uploaded files, change the upload_max_filesize andpost_max_size settings in the php.ini file.

Look for the "File Uploads" section and set file_uploads = On and increase the size ofupload_max_filesize:

;;;;;;;;;;;;;;;;
; File Uploads ;
;;;;;;;;;;;;;;;;
; Whether to allow HTTP file uploads.
file_uploads = On
; Temporary directory for HTTP uploaded files (will use system default if not specified).
;upload_tmp_dir =
; Maximum allowed size for uploaded files.
upload_max_filesize = 2M

Uploaded files are passed to the ProcessMaker server as POST data, whose maximum size by default is 8MB. If larger files need to be uploaded, also increase the size ofpost_max_size:

; Maximum size of POST data that PHP will accept.
post_max_size = 8M

Increasing the maximum execution time

By default, the maximum time that a command can be executed in PHP is set to 30 seconds. If you see an error message such as:

Fatal Error: Maximum execution time of 30 seconds exceeded in <PATH>/<FILE>.php on line XXX.

Then increase the value of the max_execution_time inphp.ini:

;;;;;;;;;;;;;;;;;;;
; Resource Limits ;
;;;;;;;;;;;;;;;;;;;

max_execution_time = 30     ; Maximum execution time of each script, in seconds

Increasing the maximum memory per session

The memory for each session of ProcessMaker is generally set to 80MB, but this may not be enough memory to generate large Output Documents or do other memory-hogging actions. To change thememory_limit in version 2.0.29 and later, set it in the env.ini configuration file.

If more memory per session is needed before version 2.0.29, increase the value of thememory_limit setting in the php.ini file:

;;;;;;;;;;;;;;;;;;;
; Resource Limits ;
;;;;;;;;;;;;;;;;;;;

max_execution_time = 30     ; Maximum execution time of each script, in seconds
max_input_time = 60 ; Maximum amount of time each script may spend parsing request data
;max_input_nesting_level = 64 ; Maximum input variable nesting level
memory_limit = 80M      ; Maximum amount of memory a script may consume (16MB)

In addition, edit the sysGeneric.php file, which is generally located at:

Linux/UNIX:

/opt/processmaker/workflow/public_html/sysGeneric.php

Windows, before ProcessMaker version 1.6-4260:

<INSTALL-DIRECTORY>\htdocs\workflow\public_html\sysGeneric.php

Windows, ProcessMaker version 1.6-4260 and later:

<INSTALL-DIRECTORY>\workflow\public_html\sysGeneric.php

In the sysGeneric.php file, edit line 7 to increase the value of'80M':

ini_set('memory_limit', '80M');

Moving the ProcessMaker databases

For large scale usage of ProcessMaker, it is recommended to store the ProcessMaker databases on a separate server, since it will reduce some of the load on the web server running ProcessMaker. Moving the ProcessMaker databases to a new location, is a two step process. First, transfer the databases to a different installation of MySQL, then configure ProcessMaker to use those databases in a new location.

Transferring the MySQL databases

The best way to move the ProcessMaker databases from one installation of ProcessMaker to another is to use theprocessmaker workspace-backup and processmaker workspace-restore commands.

However, if needing to move the MySQL databases to a new location without changing the ProcessMaker installation (or moving an older version of ProcessMaker which doesn’t support workspace backup and restore), then use MySQL’s utilities. Use themysqldump command to make a copy of each database, and then use themysql command to restore the database in a different installation of MySQL.

Each ProcessMaker workspace uses 3 MySQL databases. These 3 databases can use any name that was specified during installation, but they are generally namedwf_<WORKSPACE>, rb_<WORKSPACE> andrp_<WORKSPACE> (or rp<WORKSPACE> if installed by the ProcessMaker Windows Installer before version 1.6-4260). For the default "workflow" workspace, they would be named"wf_workflow", "rb_workflow", and "rp_workflow".

To check the names of these databases on your system, open a command line terminal on the server where the ProcessMaker databases are currently located and login to MySQL as the "root" user:

mysql -u root -p
   Enter the root password

If using MS Windows, first add the directory where mysql.exe is installed to yourPATH environment variable:

PATH=%PATH%;C:\Program Files\ProcessMaker\mysql\bin

Now you can login to MySQL without first changing to the mysql\bin directory.

Once inside MySQL, issue the show databases command to see the list of databases. For instance, these would be the databases on a system with "workflow" and "sales" workspaces:

mysql> show databases;
+--------------------+
| Database           |
+--------------------+
| information_schema |
| mysql              |
| phpmyadmin         |
| rb_sales           |
| rb_workflow        |
| rp_sales           |
| rp_workflow        |
| wf_sales           |
| wf_workflow        |
+--------------------+
mysql> exit;

After verifying the database names, then logout of MySQL and use the mysqldump command to make a backup of the three databases for each workspace:

mysqldump --user=XXXXXXXX --password=XXXXXXX DB_NAME > DBNAME.SQL 

For example, to make a backup of the default "workflow" workspace using the "root" user whose password is "P@sSw0rD":

mysqldump --user=root --password=P@sSw0rD wf_workflow > wf_workflow.sql 
mysqldump --user=root --password=P@sSw0rD rb_workflow > rb_workflow.sql
mysqldump --user=root --password=P@sSw0rD rp_workflow > rp_workflow.sql

Then, go to the other server where the databases will be installed. In the command line terminal, use themysql command to import each of the databases:

mysql --verbose --user=XXXXXXXX --password=XXXXXXX DB_NAME < DBNAME.SQL

For example, if importing the "workflow" workspace with a "root" user whose password is "Dr0wSs@P":

mysql --verbose --user=root --password=Dr0wSs@P wf_workflow < wf_workflow.sql 
mysql --verbose --user=root --password=Dr0wSs@P rb_workflow < rb_workflow.sql
mysql --verbose --user=root --password=Dr0wSs@P rp_workflow < rp_workflow.sql

Then login to MySQL and configure a user to have full privileges to control the MySQL databases:

mysql -u root -p 
  Enter the root password

Once in MySQL, give the user which will be running ProcessMaker superuser privileges to create create and modifiy MySQL tables:

mysql> grant all on *.* to 'USER'@'IP-ADDRESS' identified by 'PASSWORD' with grant option;

Replace USER with the name of your MySQL user andPASSWORD with the password for that user. (If you haven’t created any additional MySQL users, use'root' as the user and the root’s password.) Also replace ‘IP-ADDRESS‘ with the domain name or IP address of the web server where ProcessMaker is installed. For example, if ProcessMaker is installed at 192.168.1.101, then:

mysql> grant all on *.* to 'root'@'192.168.1.101' identified by 'Dr0wSs@P' with grant option;

Finally, exit MySQL:

mysql> exit;

Also make sure that no firewall is blocking the port used by MySQL, which by default is port 3306.

Configuring ProcessMaker for a Different Database Location

For ProcessMaker 2.0 and above

ProcessMaker 2.0 provides a way to change the database location and credentials inside the interface. SeeChanging the MySQL Location or its User.

For versions older then 2.0

ProcessMaker uses an encrypted hash to store the information about how to access each database. After moving the MySQL databases, this hash will have to be regenerated with new information.

With a plain text editor edit the r.php file, which is generally located at:

Linux/UNIX:

/opt/processmaker/workflow/engine/methods/install/r.php

Windows, before ProcessMaker version 1.6-4260:

<INSTALL-DIRECTORY>\htdocs\workflow\engine\methods\install\r.php

Windows, ProcessMaker version 1.6-4260 and later:

<INSTALL-DIRECTORY>\workflow\engine\methods\install\r.php

In r.php, edit the third line:

$h=G::encrypt("localhost".$sh."mysql-root".$sh."mysql-root-password".$sh.(1),$sh);

Replace "localhost" with the IP address of the new location of the ProcessMaker databases. Replace "mysql-root" and "mysql-root-password" with the username and password of the MySQL user who can create the databases. (In most cases, this will be the "root" user.)

For instance, if the ProcessMaker databases are being moved to a server located at 192.169.1.100, which will be accessed by the "root" user with the password "Dr0WsS@P":

$h=G::encrypt("192.168.1.100".$sh."root".$sh."Dr0WsS@P".$sh.(1),$sh);

After changing r.php, open a web browser and login to ProcessMaker as the "admin" user in the "workflow" workspace. Then, execute ther.php script by entering the following address your web browser:

http://<IP-ADDRESS>/sysworkflow/en/green/install/r.php

A hash will be generated for the installation and for the system:

Copy the values of the HASH_INSTALLATION and SYSTEM_HASH. Then, edit thepaths_installed.php file, which is generally located at:

Linux/UNIX:

/opt/processmaker/workflow/engine/config/paths_installed.php

Windows, before ProcessMaker version 1.6-4260:

<INSTALL-DIRECTORY>\htdocs\workflow\engine\config\paths_installed.php

Windows, ProcessMaker version 1.6-4260 and later (or manual install):

<INSTALL-DIRECTORY>\workflow\engine\config\paths_installed.php

Replace the values of HASH_INSTALLATION and SYSTEM_HASH with the new hashes generated byr.php:

<?php
define( 'PATH_DATA', '/opt/processmaker/shared/' );
define( 'PATH_C',    '/opt/processmaker/compiled/' );
define( 'HASH_INSTALLATION','Z51jY2SYamBoYGhgY8dobGvGapealm9iZcZvmpmUa52ZyGlnZcVqlZhiamhp1aamrMhpmpbGamRplW+TlJNqb27IaZqWxmpkaZVvk5STam9uyGjXuteLcoLHaZiUkmVqbZZoZWbFaWlvlm+VlsdvaWrHcMjElGtqaJQ' );
define( 'SYSTEM_HASH','d153b2272703c778d8ecd822c8ca0386' );
?>

Now, it should be possible to use the ProcessMaker databases in the new location.

Moving ProcessMaker to another server

ProcessMaker can be moved to another server along with all the existing processes, users and cases, either by using the newBackup and Restore utility (available in version 1.6-4184 or later in Linux/UNIX) or by manually transferring the database and the files in theshared directory.

It is extremely important to only transfer data between the same versions of ProcessMaker. DoNOT try to use data from one version of ProcessMaker in another version of ProcessMaker.

Using the Workspace Backup and Restore utility

If using ProcessMaker 1.6-4184 or later on Linux/UNIX, then Gulliver’s workspace-backup command can be used to make a backup of the ProcessMaker workspaces in the old server:

./gulliver workspace-backup workspace 

Then, go to the new server and follow the standard procedure to install the same version of ProcessMaker as is being used on the old server. After installing ProcessMaker in the new server, then copy thebackups/workspace.tar file from the old server to the new server. For example, if using scp to transfer the "workflow" workspace from the old server at 192.168.1.100 to the new server at 1.2.3.4:

spc root@192.169.1.100:/opt/backups/workflow.tar root@1.2.3.4:/opt/backups/workflow.tar

Then, use Gulliver’s workspace-restore command to import the workspace into the new server:

./gulliver workspace-restore backup.tar workspace

If importing a workspace which already exists on the new server, such as the default "workflow" workspace, then use theoverwrite option when doing the restore:

./gulliver workspace-restore backup.tar workspace overwrite 

Now all the data from the old ProcessMaker server should be available on the new server.

Manually Transferring to a New Server

If using a version before 1.6-4184 or using Windows, then the ProcessMaker databases and the contents of theshared directory will have to be manually transferred to the new server.

First, follow the standard procedure to install the same version of ProcessMaker on the new server as is being used on the old server.

Then, follow the instructions above to copy the ProcessMaker databases from the old server to the new server.

Finally, copy the contents of the shared directory from the old server to the new server. It can generally be found at:

Linux/UNIX:

/opt/processmaker/shared

Windows:

<INSTALL-DIRECTORY>\shared

Now all the data from the old ProcessMaker server should be available on the new server.